Tracking CLM Preview Activity
When users display CLM presentations in Presentation View outside of call mode, the displayed slides are tracked to Multichannel Activity and Multichannel Activity Lines. This additional CLM tracking allows customers to report on the usage of CLM outside of call mode to better understand the full utilization of CLM.
Users do not need an active internet connection to track preview activity. Any activity tracked offline automatically syncs when the user connects to the internet.
Tracking preview activity stamps the following information on multichannel_activity__v records:
- media_preview__v = True
- saved_for_later__v = False
See Tracking CLM Key Messages for more information about the conditions to track CLM activity.
Who can use this feature?
- Windows Users
- Users do not require an additional license
- End Users
Configuring Preview Activity Tracking
End Users
To enable CLM preview activity tracking for end users:
- Ensure Configuring CLM is complete,
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects.
- Grant the following permissions:
Object Object Permission Object Types Fields Field Permission multichannel_activity_line__v CRE clm__v name__v Read - clm_presentation__v
- datetime__v
- detail_group__v (optional)
- detail_group_vexternal_id__v (optional)
- duration__v (optional)
- entity_reference_km_id__v (optional)
- key_message_version__v (optional)
- event_type__v
- key_message__v
- key_message_vexternal_id__v
- mobile_id__v
- multichannel_activity__v
- object_type__v
- product__v (optional)
- product_vexternal_id__v (optional)
- share_channel__v (optional)
- view_order__v
Edit multichannel_activity__v CRE clm__v name__v Read - client_name__v (optional)
- icon__v (optional)
- media_preview__v
- mobile_id__v
- object_type__v
- ownerid__v
- record_type_name__v (optional)
- start_datetime__v
- total_duration__v (optional)
Edit - Navigate to Business Admin > Objects > VMobile Object Configurations.
- Ensure VMOCs for the following objects are active for the Windows platform:
- multichannel_activity_line__v
- multichannel_activity__v
- object_type__v
To enable Save for Later tracking in Vault CRM on Windows, which allows users to track CLM activity on calls as unassigned presentations and associate the activity with calls at a later time, see Tracking CLM Activity as Unassigned Presentations with Save for Later.
Tracking Preview Activity
End Users
Preview activity tracking starts when a user launches a presentation in Presentation View without a call. Tracking ends and the activity syncs online when one of the following occurs:
- The user initiates call mode from a call report
- The user initiates Save for Later call mode
- The Vault CRM app on Windows is restarted
